Best Financial Advisors in Pasadena

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
150+
Advisors
4.9/5.0
Average Rating

Pasadena Financial Landscape

Pasadena's economy is driven by manufacturing, healthcare, and energy sectors. The city benefits from its proximity to Houston's diverse economic landscape.

Major industries
Manufacturing, Healthcare, Energy
Population
152.7K (metro: 2.3M)
Median household income
$57,000
Unique needs
Pasadena requires focused economic diversification to mitigate risks from industry concentration and housing market fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Pasadena's economy is expanding, driven by robust manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Pasadena is approximately $57,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Pasadena are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Pasadena's cost of living is competitive, making it an attractive option for families and businesses.
Real Estate Market
According to Zillow (2024), the real estate market in Pasadena shows signs of appreciation, raising concerns about potential bubbles.
Business Environment
According to Fortune (2024), Pasadena's business climate is favorable, with incentives for startups and established firms alike.

Top 5 Financial Advisors in Pasadena

Perkins Financial
★ ★ ★ ★ ★ 5
Worthen Financial Advisors
★ ★ ★ ★ ★ 5
Financial Synergies Wealth Advisors
★ ★ ★ ★ ★ 5
MDT Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Lakeshore Wealth Advisors, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Pasadena, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Pasadena-Specific Expertise
For Pasadena residents working in Manufacturing, Healthcare, Energy, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Pasadena's energy sector concentration poses risks; housing market may face bubble concerns. Prepare for hurricanes and flooding; diversify economically.

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